19 oktober. Generalrepetition för en sprickande AI-bubbla. Landereholm x 2. Macron talar.

France has some problems the U.S. does not. The first is that it has limited capacity to grow itself out of debt trouble — the French economy grew just 0.9% last year and is projected by the International Monetary Fund to grow just 0.5% this year. 

France’s private sector is heavily indebted. The combined household and nonfinancial corporate debt-to-GDP ratio is some 3 times, compared with about 1.5 for the U.S.

Steve Goldstein MarketWatch Oct. 19, 2026

https://www.marketwatch.com/story/france-and-the-u-s-share-the-same-debt-trap-only-one-has-a-global-lifeline-3ae61b42

https://englundmacro.blogspot.com/2026/10/frankrike.html

Demonstrations were banned in Marseille on Monday, and Prime Minister Sébastien Lecornu called on regional authorities to impose curfews where needed.

The protests drew more than half a million people on Saturday across the country, but what started out as peaceful demonstration soon deteriorated, with some 2,397 people arrested on Saturday.
https://www.bloomberg.com/news/articles/2026-10-19/france-toughens-response-to-protests-as-officials-admit-failure


Stockholmsbörsen inleder handelsveckan på ljusrött.

https://www.di.se/live/fem-saker-att-ha-koll-pa-infor-borsoppning-FuyTe/


S&P 500 uppåt, med teknikbolagen i täten.
https://www.di.se/live/rekyl-i-ai-bolagen-lyfte-wall-street/


Röd måndag på börsen. Oljepriset 108 dollar.
https://www.di.se/live/rod-mandag-pa-borsen-first-north-bolag-rusade-100-procent/

Förra veckan en livlig och nyttig generalrepetition för hur en sprickande AI-bubbla skulle kunna se ut.

https://englundmacro.blogspot.com/2026/10/forra-veckan-en-livlig-och-nyttig.html


Henrik Landerholm fälls av Svea Hovrätt.

https://englundmacro.blogspot.com/2026/10/henrik-landerholm-falls-av-svea-hovratt.html


Alice Landerholm

https://englundmacro.blogspot.com/2026/10/alice-landerholm.html


Personer

https://englundmacro.blogspot.com/search/label/Personer

Dagen innan

https://englundmacro.blogspot.com/2026/10/frankrike.html


 


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